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Creating Product Walkthrough with 3 Simple Steps

Gaurav Rawat
October 27, 2024
16 min read

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TL;DR

A product walkthrough is a step-by-step guide that helps users understand how to use a product or feature. It highlights key functions and explains how they work. Product tours, on the other hand, give users a quick overview of the product without going into details. Walkthroughs are more detailed and interactive, guiding users through each step. 

They play a crucial role in user engagement and retention by making sure customers know how to use the product effectively, reducing confusion, and boosting overall satisfaction. This improves user experience and keeps them coming back to the product. Today, we will learn how with simple steps, you can create a powerful product walkthrough. Let’s get started!

Key Benefits of Product Walkthroughs

Product walkthroughs offer an easy and effective way for users to learn a product’s features. They enhance the user experience and help businesses achieve higher engagement and customer satisfaction.

1. Faster Onboarding 

Product walkthroughs make onboarding new users quicker by guiding them step-by-step through the product. Instead of relying on lengthy manuals, users can follow simple instructions to get started. This reduces the learning curve and allows users to begin using the product with confidence. 

2. Improved User Retention 

When users understand how to use a product, they are more likely to stick with it. Walkthroughs ensure users can easily find and use key features, helping them get value from the product faster. This boosts overall satisfaction and encourages them to continue using the product over time.

3. Reduced Support Queries 

Effective walkthroughs answer many common questions users may have when starting with a product. By guiding users through tricky processes or explaining complex features, walkthroughs reduce the need for customer support. This not only saves time for both users and support teams but also improves user satisfaction.

4. Higher Feature Adoption 

Walkthroughs highlight important but often overlooked features, helping users discover the full potential of the product. Many users stick to the basics without exploring advanced options. By guiding them through the product's full range of features, walkthroughs help boost feature adoption and ensure users get the most out of their experience.

Key Benefits of Product Walkthroughs
Nudge Platform

We are a 'Low Code' platform and we help you to enhance product walkthroughs by creating interactive and personalized onboarding experiences that engage users and accelerate their understanding. With us, you can create gamified user journeys, incorporating challenges and rewards to boost engagement. This approach not only increases product adoption but also provides actionable insights into user behavior and preferences.

When to Use Product Walkthroughs

Product walkthroughs are useful in various situations where users need guidance. Here are key scenarios when walkthroughs are most effective:

1. Onboarding New Users
Product walkthroughs are perfect for onboarding new users, especially when introducing them to a new platform. Instead of overwhelming them with all the product's features at once, a walkthrough guides them through the basics step-by-step. 

Nudge helps guide new users smoothly through your product, offering personalized walkthroughs that adjust based on user actions. It reduces the need for detailed instructions by delivering real-time, in-app guidance that makes onboarding easy. With Nudge, users get just-in-time support to familiarize themselves with the product at their own pace, ensuring a positive first experience.

2. Introducing New Features
When launching a new feature, a product walkthrough can help existing users understand how to use it. These guides explain the feature’s purpose and how it benefits users, ensuring they know how to integrate it into their workflow. 

When launching new features, Nudge allows you to create tailored walkthroughs that introduce these updates effectively. Instead of relying on emails or release notes, Nudge delivers interactive guides within the product itself with in-app nudges, showing users exactly how and when to use the new feature. This ensures users immediately recognize the value of the update and feel confident using it.

3. Handling Complex Functions
For products with advanced or complex features, walkthroughs can simplify the learning process. Users may struggle with these functions on their own, but a walkthrough breaks down the steps, making it easier to grasp. 

Nudge simplifies complex features by breaking them down into manageable steps, offering on-screen instructions with in-app messages and tooltips as users interact with the product. This reduces the learning curve, ensuring users can follow along without feeling overwhelmed. By delivering contextual nudges, users receive help right when they need it, preventing frustration and minimizing the need for support.

4. During Product Updates or Redesigns
After major updates or redesigns, users may need help understanding new layouts or changes in functionality. Product walkthroughs can guide them through the new interface and explain any significant updates. 

Nudge can ease the transition after a product update or redesign by providing timely, in-app guidance that highlights key changes. Users receive walkthroughs as they explore the new interface, ensuring they quickly adapt to the updated layout and features. We also offer visual builders which help with redesigns.

5. Trial Periods or Free Demos
For users trying a product during a free trial or demo period, a product walkthrough is essential. It helps them quickly understand the value and benefits of the product, improving the chances of conversion. 

Steps to Create an Engaging Product Walkthrough

Creating a product walkthrough requires careful planning and design to ensure users can easily follow along. Here are three essential steps to create an engaging walkthrough, along with how Nudge can help.

Step 1: Define Goals and Identify Key Moments for Users

The first step is to define the goals of your walkthrough. Ask yourself, what should users achieve by the end of the guide? Identify key moments or features that users need to understand. These could be actions like signing up, completing a task, or discovering important product features. Nudge can assist by helping you map out user journeys, and providing data on user behavior to determine critical touchpoints that require guidance.

Step 2: Create Personalized and Tailored Walkthrough Content

A one-size-fits-all approach doesn’t work for every user. Instead, personalize the walkthrough based on user roles, experience levels, or previous interactions. Tailored content ensures users get the most relevant guidance. Nudge allows you to easily personalize in-app messages and walkthroughs, ensuring that each user receives customized instructions that match their specific needs and actions.

Step 3: Target, Design, and Test the Walkthrough for Effectiveness

Once the content is ready, focus on targeting the right audience, designing an intuitive flow, and testing for effectiveness. Make sure your walkthrough is user-friendly, visually appealing, and accessible. Conduct A/B tests to see which versions work best. Nudge offers tools to target specific user segments and track their engagement, allowing you to test and optimize walkthroughs for maximum impact based on real-time data and feedback.

Types and Structures of Product Walkthroughs

Choosing the right type ensures that users can easily engage and learn effectively. Here are common types and structures:

1. Step-by-Step Walkthroughs

This type guides users through each action they need to take within a product. It breaks the process into small, easy-to-follow steps, ensuring users feel confident at every stage. Step-by-step walkthroughs are ideal for complex tasks or new users. They can include pop-ups or tooltips that explain what to do next, making the learning experience seamless and clear.

With us, you can easily build a step-by-step walkthrough with our visual builder with very minimal effort! 

2. Interactive Walkthroughs

Interactive walkthroughs allow users to actively engage with the product while learning how to use it. Instead of just showing or telling, these walkthroughs let users complete tasks themselves with guidance. Interactive walkthroughs are effective because they provide hands-on learning, improving retention and skill development. This type is perfect for platforms where user interaction is essential.

Make effective and creative interactive walkthroughs with our in-app nudges like spotlights, in-line widgets, and more!

3. Video or Animation-Based Walkthroughs

These walkthroughs use videos or animations to visually explain product features or processes. They offer an engaging way to demonstrate how the product works without requiring user interaction. Video walkthroughs are great for users who prefer visual learning or need a quick overview of the product. They can be used for both onboarding and showcasing new features.

With our ‘Stories and Videos’ tool, you can easily make personalized video or animation-based walkthroughs! 

4. Onboarding Walkthroughs

Onboarding walkthroughs are specifically designed for new users, introducing them to the essential functions and features of the product. These walkthroughs guide users through the setup process and highlight key actions to get them started. They are often used during the first-time login or trial period to ensure users can start using the product right away.

Our ‘Activation & Feature Adoption’ tool will help you to create personalized onboarding walkthroughs which will also increase your conversion rate!

Conclusion

Product walkthroughs offer many benefits, such as faster onboarding, improved user retention, and reduced support queries. Following best practices like personalization and testing ensures their effectiveness. It's important to continuously design and test walkthroughs to improve the user experience. 

Nudge can help by offering personalized in-app guidance, real-time user tracking, and easy A/B testing. Book a demo with us so that you can create engaging walkthroughs that meet user needs. We ensure that your product walkthroughs are effective, adaptable, and user-friendly, helping you enhance user engagement and satisfaction.

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Gaurav Rawat
October 27, 2024